Mid-Year Check-In for Fundraising and Social Impact Goals
As we pass the midpoint of the year, it is an ideal time for nonprofit and social impact teams to pause and conduct a strategic review of their progress. A mid-year check-in offers an opportunity to evaluate what has been accomplished so far and determine whether current strategies remain aligned with overarching goals.
Organizations are encouraged to reflect on the fundraising or corporate social impact objectives set at the beginning of the year. Key questions to guide this process include:
What initiatives or strategies have proven effective so far?
What should be scaled or emphasized further?
Are there important actions or approaches not currently in place that should be initiated?
What should be discontinued or revised based on current outcomes?
Following this review, teams should assess whether their existing goals and strategies require adjustments. This may involve redefining specific targets, reallocating resources, or revising timelines. Importantly, any updated approach should be followed by clearly defined next steps, with roles assigned and deadlines established.
Additionally, teams are encouraged to seek external input to help validate or challenge internal assumptions. This can be particularly useful when shaping new strategies or entering unfamiliar territory.
For those exploring grant funding, it is important to note that identifying potential funders is only one part of the equation. A strategic approach, coupled with the right skills, is essential for turning potential into actual funding. A free masterclass is available to provide insight into this process, offering guidance on what it truly takes to secure grants effectively. [Watch here]
Nonprofit professionals and social impact leaders seeking more guidance can subscribe to regular updates and tools, or share this information with colleagues who may benefit from a structured approach to planning and fundraising.
Social Impact Compass: www.socialimpactcompass.org